How to Print Worksheets

How to Print Worksheets

QUESTIONS THAT APPLY TO THIS TOPIC

  • How do I print information stored in a worksheet?

ANSWER

  1. In Gorilla go to Tools → Define Worksheets.

  2. Select your worksheet in the Worksheets section on the left. Only form type worksheets can merge data into Word.
  3. Select the needed field.
  4. In the right pane set Merge Field to Yes. This adds the field to the list of available merge fields. The Caption should not contain any spaces. If there are spaces or other invalid characters in the Caption you will need to remove them first. Write down the name of this Caption in case you forget its name.

  5. Repeat steps 3 and 4 until all needed fields have Merge Field set to “Yes.”
  6. Click “Save” and close “Define Worksheets.”
  7. Go to “Messaging,” “Document Manager.”
  8. Select one of the Master messages such as “Master Messages-Master Template-Letter No Picture.”
  9. Click “New.”

  10. Select the “File Name” and type a new name for your worksheet printout.
  11. Click on “Edit Single.”

  12. Word should open. It may be at the bottom of your screen in the system tray.
  13. In Word go to “Edit,” “Select All.”
  14. Press “Delete.” Now you should have a blank word document.
  15. Type the information you want to appear on your print out.
  16. To get your Gorilla information into this file go to “Insert,” “Standard Merge Field,” select the field and click “OK.” (In Word 2007 go to “Add-ons,” “Insert Standard Merge Field.”)

  17. Click on the merge field and click “OK.” If you can’t remember the name check your note from step 4.
  18. Repeat steps 15–17 until the document has all the information you need.
  19. Go to “File,” “Save and Exit to Gorilla.” (In Word 2007 go to “Add-ons,” “Save and Exit to Gorilla.”)

  20. Click “Yes” on the SAVE AND EXIT VERIFICATION window.

  21. Click “OK” on “Define Message.” Close the Document Manager.
  22. Click on “Messaging,” “Send Message.”
  23. Click “Next.”
  24. Search for the file name entered on step 10 and select it. Click “Next.”
  25. Select “Signatory for Signatory 1”. This will not print if the signatory 1 merge field was not inserted into your printout. Click “Next.”
  26. Select printer then click “Next.”
  27. Choose a recipient type. This printout will work with all recipient types. Then choose a Contact Group or a Selection Rule and click “Next.”
  28. Click on “Send Now.” Click “Finish.” Select a printer then click “OK.”

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